Hosted on Acast. See acast.com/privacy for more information.
Hosted on Acast. See acast.com/privacy for more information.
Hosted on Acast. See acast.com/privacy for more information.
In this episode, Judi Sheppard Missett, founder and executive chair of Jazzercise, talks creating a family enterprise built on movement, joy and connection. Also, Michael Kaplan, whose family founded Lane Bryant, recounts how his great-grandmother revolutionized maternity wear in the 1890s, how his father’s attempt to buy back the business ended in disappointment and how those experiences shaped his own path as an entrepreneur and investor. And, in part 2 of our conversation with Jon Vaughan, former president of Brand Vaughan Lumber Company, he discusses what life looks like after the sale of a third-generation family business.
Hosted on Acast. See acast.com/privacy for more information.
In this episode, cousins Judd and Alex Loewenstein of Loewy Foods share how they’re ushering their fifth-generation company into a new era — blending gratitude, modernization and the enduring spirit of Thanksgiving to honor their family’s humble poultry-shop roots. Also, Michael Horn, former fourth-generation president and CEO of A.C. Horn Manufacturing, reflects on taking over his family’s struggling machinery business, leading its turnaround, and ultimately making peace with the decision to sell. And Pat Soldano, president of Family Enterprise USA, explains how tariffs, policy uncertainty and global trade shifts are reshaping the landscape for family-owned companies — and why advocacy on Capitol Hill matters more than ever.
Michael Horn will also be joining us as a panelist at the Transitions Fall 2025 conference, November 5-7 at the Coronado Island Marriott Resort & Spa in San Diego. Learn more about the conference and register here.
Hosted on Acast. See acast.com/privacy for more information.
In this episode, Jon Vaughan, former president of Brand Vaughan Lumber Company, reflects on the emotional process of leading his third-generation family business through crisis, growth and, ultimately, sale. This episode also features part 2 of our interview with Deborah Jacob, owner and chairman emeritus of fifth-generation MJS Packaging, who discusses the importance of learning from other family enterprises. And Raffi Amit, the Marie and Joseph Melone Professor and a Professor of Management at the Wharton School, explains how prosperous families succeed through shared values, governance and a culture of entrepreneurship.
Support for this episode comes from Wharton Executive Education. Through world-class faculty and real-world application, Wharton’s Wealth Management and Family Office Programs offer participants a deep dive into the sophisticated financial concepts paramount to family office management. Learn more at whartonfamilywealth.com.
Hosted on Acast. See acast.com/privacy for more information.
In this episode of the Family Business/Business Family podcast, Bret Snyder, CEO of W.L. Gore & Associates, a global materials science company best known for its GORE-TEX products, talks building credibility within the business, balancing legacy with innovation and preparing the next generation of his 80-plus-member family to steward the enterprise. Also in this episode, Deborah Jacob, owner and chairman emeritus of fifth-generation MJS Packaging, recounts her journey from reluctant recruit to family business leader, the mentors who helped her gain footing and the stark contrasts between public companies and family-owned enterprises. And Family Business Magazine Contributing Editor Dennis Jaffe explains why families must establish clear structures for decision-making, how to avoid the dangers of conflict avoidance and practical ways to create governance that balances fairness with effectiveness.
Hosted on Acast. See acast.com/privacy for more information.
Hosted on Acast. See acast.com/privacy for more information.
This episode features a conversation with Laird Norton CEO Brian McGuigan, who reflects on stepping into a family legacy as an outsider, offering strategies for leading with continuity, clarity, and respect for tradition. In addition, we chat with David Weekley, founder of now-second-generation David Weekley Homes. He outlines his mission-driven ownership model — splitting equity among family, employees, and a charitable trust — to foster shared purpose and reduce the pitfalls of inherited wealth. This episode also features part 2 of our conversation with Jason Diestel, Heidi Diestel Orrock and Jared Orrock, fourth-generation leaders of Diestel Family Ranch. They share how they lean on adaptability, not hierarchy, to lead through crisis and generational change.
Support for this episode comes from Wharton Executive Education. Through world-class faculty and real-world application, Wharton’s Wealth Management and Family Office Programs offer participants a deep dive into the sophisticated financial concepts paramount to family office management. Learn more at whartonfamilywealth.com
Hosted on Acast. See acast.com/privacy for more information.
In the latest episode of the Family Business/Business Family podcast, the fourth-generation leaders of Diestel Family Ranch — Jason Diestel, Heidi Diestel Orrock and Jared Orrock — discuss navigating family dynamics in their turkey farming business. Also, corporate C-suite veteran Tony Brausen rejoins the podcasts to explain why private boards should take it upon themselves to examine their organizations the way an activist shareholder would. And our conversation continues with BLT Enterprises’ second-generation sibling leaders Nikolette Huberman Jacob and Lukas Huberman, who discuss how their family business takes the long view.
Support for this episode comes from Wharton Executive Education. Through world-class faculty and real-world application, Wharton’s Investment Programs help leaders navigate capital strategy, valuation, and investor dynamics with precision. In an environment where the margin for error is low, Wharton equips leaders with the tools to make sharper decisions and smarter capital moves. Learn more at whartoninvestmentprograms.com.
Hosted on Acast. See acast.com/privacy for more information.
Hosted on Acast. See acast.com/privacy for more information.
Hosted on Acast. See acast.com/privacy for more information.
This episode features interviews with Tauck Chairman Dan Mahar and CEO Jennifer Tombaugh, who discuss their careers and the keys to Tauck’s 100 years of success as a family-owned business. Also, Family Business Contributing Editor Dennis Jaffe talks embracing your family’s evolution and NIX Companies President & CEO Matthew Nix discusses its recent, uniquely structured acquisition of a fellow fifth-generation family business.
This episode is brought to you by Element Pointe, an independent multi-family office and wealth management firm dedicated to guiding individuals and their families through important financial, investment, lifestyle and interpersonal matters — in turn, helping clients build a secure future and enduring legacy.
Interested in being a guest or have a topic you’d like to hear us discuss? Contact host Zack Needles, editor-in-chief of Family Business Magazine, at: zneedles@familybusinessmagazine.com.
Hosted on Acast. See acast.com/privacy for more information.
In this episode, Tony Brausen, a veteran former executive and current board director for several major companies (including 2025 Private Company Board of Year honoree Adolfson & Peterson), discusses how family businesses can marry career development and succession planning — and how the board can help. This episode also features an interview with Brian Birdy, leader of third-generation PMI Birdy Properties in San Antonio, Texas, who discusses balancing his family business with his new gig as the southern regional developer of indoor pickleball court franchise Dill Dinkers. This episode also features more of our conversation with previous guests Olivia and Brad Mountz, who recently sold their family business, torque tool manufacturer Mountz Inc., to Snap-On but stayed on as executives at the company.
This episode is brought to you by Element Pointe, an independent multi-family office and wealth management firm dedicated to guiding individuals and their families through important financial, investment, lifestyle and interpersonal matters — in turn, helping clients build a secure future and enduring legacy.
Interested in being a guest or have a topic you’d like to hear us discuss? Contact host Zack Needles, editor-in-chief of Family Business Magazine, at: zneedles@familybusinessmagazine.com.
Hosted on Acast. See acast.com/privacy for more information.
In this episode, brothers Tom Cingari Jr. and John Cingari of Cingari Family Markets talk about the fourth generation’s efforts to spearhead a major rebranding of the 82-year-old family business that is aimed at reaching the modern customer while honoring their family’s legacy.
This episode also features part 2 of our conversation Brandi Harleaux, second-generation CEO of South Post Oak Recycling Center. In part 1, she described her journey from L.A.-based Disney executive to leader of her family’s Houston-based recycling business. In part 2, she discusses what it was like to be a NextGen entering an unfamiliar industry and the support system she leaned us as she grew into her new career in the family business.
And Family Business Magazine Contributing Editor Dennis Jaffe rejoins the podcast to discuss his latest column on how advisors can help families maximize the positive impact of their wealth on the world.
This episode is brought to you by Element Pointe, an independent multi-family office and wealth management firm dedicated to guiding individuals and their families through important financial, investment, lifestyle and interpersonal matters — in turn, helping clients build a secure future and enduring legacy.
Interested in being a guest or have a topic you’d like to hear us discuss? Contact host Zack Needles, editor-in-chief of Family Business Magazine, at: zneedles@familybusinessmagazine.com.
Don’t miss an episode! Follow Family Business/Business Family on Apple Podcasts, Spotify, Amazon Music or wherever you listen to podcasts.
Hosted on Acast. See acast.com/privacy for more information.
In this episode, we sit down with John Darby and Dan Doyle of the Beach Company, a Charleston, S.C.-based residential and commercial real estate company celebrating its 80th anniversary this year. Along with that milestone, the company has announced a leadership change: Dan Doyle is taking over the role of president from John Darby, who held the position for 33 years. Doyle is the first non-family leader of the business. In this interview they discuss that transitions process, as well as the history and future of the business.
We also chat with Pat Soldano, the president of Family Enterprise USA and the Policy Taxation Group, about the results of FEUSA’s annual survey of family businesses, as well as the tax issues that are top of mind for many family business owners.
And Jo LaBorde, corporate concierge at Wekiva Island, an environmentally friendly recreation destination in Longwood, Fla., discusses the skill set she brought to add value to the business her brother founded.
This episode is brought to you by Element Pointe, an independent multi-family office and wealth management firm dedicated to guiding individuals and their families through important financial, investment, lifestyle and interpersonal matters — in turn, helping clients build a secure future and enduring legacy.
Interested in being a guest or have a topic you’d like to hear us discuss? Contact host Zack Needles, editor-in-chief of Family Business Magazine, at: zneedles@familybusinessmagazine.com.
Hosted on Acast. See acast.com/privacy for more information.
In this episode, we talk with Matthew Nix, president & CEO of 5th-generation NIX Companies, which started as a blacksmith shop in Indiana in the late 1800s and has since grown into a family holding company focused on service oriented businesses, real-estate, and other supporting services. Much of that expansion has taken place within the past two decades, under the guidance of the current generation. In this interview, Matthew talks about how that incredible growth was achieved and offers some advice on how NextGens can make their mark. He also discusses his company’s recent acquisition of another 5th-generation family business, taking an innovative approach to combining two storied legacies.
We also chat with Randy Carr, president & CEO of South Florida-based World Emblem, the world’s largest producer of emblems and patches for sports headwear, footwear, garments and other apparel. Randy talks about being a second-generation leader who had to think like a first-gen when he and his brother took over their father’s fledgling business in 1993. He also discusses the challenges and rewards of bringing the third generation into the business.
And Dr. Michael Silverberg, a Board-certified concierge psychiatrist who specializes in advising executives, managers and family business stakeholders, as well as the treatment of individuals. He talks about the importance of boundaries and self-care for family business owners.
This episode is brought to you by Element Pointe, an independent multi-family office and wealth management firm dedicated to guiding individuals and their families through important financial, investment, lifestyle and interpersonal matters — in turn, helping clients build a secure future and enduring legacy.
Interested in being a guest or have a topic you’d like to hear us discuss? Contact host Zack Needles, editor-in-chief of Family Business Magazine, at: zneedles@familybusinessmagazine.com.
Hosted on Acast. See acast.com/privacy for more information.
In the latest episode of the Family Business/Business Family podcast, we sit down with Marshall Klein, president of 100-year-old Klein’s Family Markets, based in Maryland. He discusses the sudden death of his father in a 2019 auto accident, which necessitated Marshall immediately stepping into the president role and trying to keep the family business together while attempting to process his grief. He also talks about keeping his father’s legacy alive through the Klein family’s philanthropy.
Also in this episode, we chat with Olivia Reilly-Mountz and her father, Brad Mountz, about the recent sale of their family business, Mountz Inc., to Snap-On Incorporated. They explain what led to their decision to sell and what it’s been like to continue working as executives in a company they no longer own.
In addition, we talk with David Savir and Kris Martin of Element Pointe about the many different definitions of “family office” and how families can begin deciding which configuration is best for their needs.
This episode is brought to you by Element Pointe, an independent multi-family office and wealth management firm dedicated to guiding individuals and their families through important financial, investment, lifestyle and interpersonal matters — in turn, helping clients build a secure future and enduring legacy.
Hosted on Acast. See acast.com/privacy for more information.
In this episode, we sit down with David Savir, co-founder and chief executive officer of Element Pointe Family Office, to discuss key considerations in preparing for a family business sale. David also discusses how families can remain engaged in legacy building after a liquidity event.
We also chat with Ron Attman, CEO of Maryland-based Acme Paper & Supply Company, which celebrates its 80th anniversary next year. He discusses the importance of staying nimble in the face of challenging market conditions, and why successful family businesses need to be about more than just the family owners.
And finally, we feature Part 2 of our conversation with Peter Blommer, former chairman & CEO of the Blommer Chocolate Company. In the last episode, Peter talked about how the family narrowly escaped a sale to massive multinational food corporation Cargill by making an appeal from one family-owned enterprise to another. In this episode, he explains how that experience spurred Blommer Chocolates and the Blommer family to shore up their governance and improve their communication with each other. He also talks about how the family ultimately came to the difficult but necessary decision to sell the business to Fuji Oil Holding in 2018.
If you haven’t listened to Part 1 yet, you can find it, along with every other episode we’ve released, right here or wherever you get your podcasts.
This episode is brought to you by Element Pointe, an independent multi-family office and wealth management firm dedicated to guiding individuals and their families through important financial, investment, lifestyle and interpersonal matters — in turn, helping clients build a secure future and enduring legacy.
Hosted on Acast. See acast.com/privacy for more information.
In this episode, Peter Blommer, former chairman & CEO of the Blommer Chocolate Company, discusses the origins of the business, as well as how he came to be involved in it. He also tells the amazing story of how the company narrowly avoided a takeover by a massive multinational food corporation by making an appeal from one family-owned enterprise to another.
We also chat with Andrew Koenig, second-generation CEO of CITY Furniture, about how he drew upon Toyota’s management philosophy and organizational structure to transform his family-owned furniture and mattress retailer.
And Glenda Bergey Leatherman, project manager at family-owned auto, truck and tire company Bergey’s, discusses how the business celebrated its 100th anniversary by giving thanks to its employees, customers and communities.
This episode is brought to you by Element Pointe, an independent multi-family office and wealth management firm dedicated to guiding individuals and their families through important financial, investment, lifestyle, and interpersonal matters—in turn, helping clients build a secure future and enduring legacy.
Hosted on Acast. See acast.com/privacy for more information.
In this episode, Brandi Harleaux, second-generation CEO of South Post Oak Recycling Center in Houston, Texas, discusses her journey from Disney executive to CEO of her family’s recycling business – or, as she likes to say, “from pixie dust to real dust.”
We also sit down with Ashley Weinaug, director of marketing for Wekiva Island in Longwood, Florida. A few episodes back, we spoke with Ashley’s dad, Bill, the founder of Wekiva Island, about his decidedly laid-back attitude toward succession planning and preserving his legacy. In this interview, Ashley gives her perspective on one day succeeding her father in running the environmentally friendly island resort alongside her brother and several other family members.
In addition, Family Business Magazine Contributing Editor Dennis Jaffe joins the podcast to explain how family councils can prevent stagnation and instead embrace a cycle of renewal. For more on that topic, read Dennis' latest column.
Interested in being a guest or have a topic you’d like to hear us discuss? Contact host Zack Needles, editor-in-chief of Family Business Magazine, at: zneedles@familybusinessmagazine.com.
Don’t miss an episode! Follow Family Business/Business Family on Apple Podcasts, Spotify, Amazon Music or wherever you listen to podcasts.
Hosted on Acast. See acast.com/privacy for more information.
In this episode, we sit down with Torri Hawley, a wealth education expert and seventh-generation member of the Vollrath Company, and Peter Begalla, founder of JPB Consulting Group and conference chair at MLR Media. Together, they discuss how family businesses can better solicit honest, actionable feedback from their shareholders.
Also, Christina Sorbara, vice president of corporate knowledge and lead of human resources and corporate responsibility for the Sorbara Group of Companies in Toronto, Ontario, Canada, talks about the challenge of keeping shareholders educated, engaged and informed as the company and family continue to grow.
And in part 2 of our conversation with Mayumi Allison, CEO and second generation owner of audio-visual equipment maker Hosa Technology Inc., she tells us what surprised her after taking the helm of the business her father founded.
Hosted on Acast. See acast.com/privacy for more information.